Katherine Ann Fortna

Current Employers

Clarus Wealth Advisors, Llc

9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2021-03-09

CO RA
APPROVED

Since 2021-03-09

Branch Locations

202 6Th Street Suite 301C, Castle Rock, CO 80104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Michaels Of Denver	Arvada	CO	09/2018	04/2019
Homemaker	Castle Rock	CO	12/2012	09/2018
Crown Capital Securities Lp	202 6Th Street, Ste. 301C	CO	05/2019	10/2023
Clarus Wealth Advisors	Peoria	AZ	03/2021	Present
Private Client Services	Castle Rock	CO	10/2023	Present

09/2018 → 04/2019

Michaels Of Denver

Arvada, CO
12/2012 → 09/2018

Homemaker

Castle Rock, CO
05/2019 → 10/2023

Crown Capital Securities Lp

202 6Th Street, Ste. 301C, CO
03/2021 → Present

Clarus Wealth Advisors

Peoria, AZ
10/2023 → Present

Private Client Services

Castle Rock, CO

Other Businesses

1)Clarus Wealth Advisors LLC. 9125 W Thunderbird Rd, Suite 100, Peoria, AZ 85381. IRA. 83 hrs/mo; 83 during trading hrs. 2)Strazisar Omansky Services; Not Investment Related;2008 S. Xenia Way, Denver, CO. 80231; Tax Preparation;Data Entry;Effective 03/27/2026;40 hours per month;20 hours during trading;Data Entry

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-06

S66 Uniform Combined State Law Examination

2021-03-06

Other Names

Katherine Ann Naibauer

View on SEC IAPD

Current Employers

Clarus Wealth Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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